Upload your bank statement PDF and get a clean, editable transaction spreadsheet in under 30 seconds. Export to QuickBooks, Xero, or Excel — no accountant, no manual typing, no weekend lost to reconciliation.
50 pages free · No credit card · Starter from $29/mo
Three problems that eat small business owners' time every month.
Your bank gives you a PDF statement, not a spreadsheet. Or the CSV it exports doesn't match what QuickBooks expects. Documentric converts any bank PDF into a clean, importable format in one step.
Matching transactions in QuickBooks against a PDF statement — scrolling, comparing, tabbing — takes hours. That's a weekend you're not spending on your business.
Transposing a digit, missing a decimal, skipping a row — manual typing errors compound over time and show up as unexplained discrepancies at tax time.
Four features that make Documentric useful without any accounting background.
Chase, Bank of America, Wells Fargo, credit unions, regional banks — Documentric reads them all. No template setup, no bank-specific configuration.
Upload, review, export. The interface is a simple table — no accounting terminology, no double-entry concepts. If you can read a bank statement, you can use Documentric.
One click to a QBO file for QuickBooks, a CSV for Xero or Sage, or an Excel spreadsheet for your own records. All formats from the same extraction.
Upload your PDF and AI extracts every transaction in under 30 seconds. Review the results, make any edits, and download your export file — under 5 minutes total.
Documentric exports directly to the formats your accounting tools expect — no conversion, no reformatting.
Export a QBO file and import it directly into QuickBooks Online or Desktop. Transactions appear exactly as they do in your bank statement.
QuickBooks integration →Export a CSV formatted for Xero bank imports. Upload it in Xero's bank reconciliation screen and match transactions automatically.
Xero integration →Export to Excel (.xlsx) for your own records or to share with your bookkeeper. Open in Google Sheets, Numbers, or any spreadsheet tool.
A simple four-step process that replaces an afternoon of manual work.
Log in to your online banking and download your statement as a PDF. Any bank, any format.
Drag and drop your PDF. AI extracts every transaction in under 30 seconds.
Check extracted transactions against the PDF side-by-side. Edit any field inline — description, amount, date.
Download QBO for QuickBooks, CSV for Xero, or Excel for your records. Import and you're done.
"6x cheaper than competitors and it actually works. I'm not an accountant — I just need my transactions in a spreadsheet every month. Documentric makes that a five-minute job instead of a Sunday afternoon."
Most small businesses need 1–3 statements per month. Start free — no card required.
No. Documentric is designed for business owners who are not accountants. You upload your PDF statement, review the extracted transactions in a simple table, and download a spreadsheet or QuickBooks file. No accounting software experience required.
Documentric supports all major US and international banks including Chase, Bank of America, Wells Fargo, Citibank, US Bank, PNC, and thousands more. There is no template configuration required — the AI adapts to any bank PDF format automatically.
Yes. Documentric offers 50 free pages with no account required — enough to process 3–10 months of typical business bank statements. After that, the Starter plan is $29/mo for 500 pages.
Documentric achieves 99% accuracy on standard digital PDF bank statements. You review every transaction in an inline editor before exporting — so you can correct the rare extraction error before it goes into your spreadsheet or QuickBooks.
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